BMO Canadian ETF Dashboard

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Performance and Strategy Updates
- ETF Outlook 2021 – BMO Global Asset Management Forecasts that include Megatrends, rotations in factor-based ETFs, emerging market insights, and more.
- Performance Updates
  - BMO ETF Performance
    List of the performance of all BMO ETFs
  - What’s Trending & BMO ETF Performance
    Momentum report
  - BMO Core ETFs
    Details on ETFs as core building blocks
- Strategy Updates
  - BMO ETF Portfolio Strategy Report (Q3 2021)
    Guided portfolio and updates
  - Fixing Your Bond Portfolio
  - ETF Market Summary
    Metrics on each ETF
  - Allocating Cash In Uncertain Markets
    Summary of trade ideas
Equity ETFs
- Guides
  - Equity ETF Portfolio Decision Tree
  - Is Investing in the Total Stock Market a Total Stock Mistake?
  - S&P 500®, 400® and 600® Indices: An entire universe at your fingertips
    BMO ETFs now offers the S&P MidCap 400 and the S&P SmallCap 600 to compliment the S&P 500 large cap exposure.
- Updates
  - Global Equity ETF Breakdown (Quarterly)
  - U.S. Equity ETF Breakdown (Quarterly)
  - Canadian Equity ETF Breakdown (Quarterly)
  - Low Volatility ETF Breakdown (Quarterly)
  - BMO Covered Call ETFs
    June 30, 2021 Rebalance Update
  - BMO Dividend ETFs
    June 30, 2021 Rebalance Update
  - BMO Low Volatility ETFs
    June 30, 2021 Rebalance Update
  - BMO Canadian Dividend Equity ETF (ZDV)
    December 2020 Semi-Annual Rebalance Update
  - BMO U.S. Dividend Equity ETF (ZDY)
    December 2020 Semi Annual Rebalance Update
  - BMO International Dividend Equity ETF (ZDI)
    December 2020 Semi Annual Rebalance Update
  - BMO Low Volatility Canadian Equity ETF (ZLB)
    December 2020 Semi Annual Rebalance Update
  - BMO Low Volatility US Equity ETF (ZLU)
    December 2020 Semi Annual Rebalance Update
  - BMO Low Volatility International Equity ETF (ZLI)
    December 2020 Semi Annual Rebalance Update
- Methodologies
Responsible Investing ETFs (ESG Solutions)
- Guides
  - Clean Energy – The Global Transition
  - Responsible About Fixed Income: BMO’s Fixed Income ESG ETFs
    Investors are looking at ESG with equity exposures; it’s time to extend that thinking to fixed income.
  - It’s a New World - ESG Investing as the New Standard
  - Understanding BMO ESG ETFs
  - Responsible About Investment
    BMO's history and leadership in responsible investment
  - Responsible Investing
    Creating a sustainable advantage for your advisory practice
  - Decoding Responsible Investing
    Key terms you need to know
  - ESG ETF Due Diligence Checklist
- Methodologies
  - ZCLN - BMO Clean Energy Index ETF - Top 10 Holdings
  - MSCI ESG Leaders Methodology
  - MSCI ESG Ratings Methodology (Listed per ETF)
  - BMO Sustainable Portfolios
    Align your Investments with your values
  - Fiduciary Duty in the 21st Century
    UN PRI and UNEP FI study on integration of ESG issues in investment decision-making
- Tools
  - MyESG Quiz
  - Sustainability Leaders Podcast
  - BMO ETFs Proxy Voting Dashboard (Listed per security)
    Full transparency on how BMO GAM voted, by ETF
  - BMO GAM Proxy Voting Dashboard (Listed per company)
    Full transparency on how BMO GAM voted, (Listed per company)
  - MSCI Ratings on Individual Stocks (Listed per security)
    Look up how any stock is ranked
  - MSCI ESG Ratings for Funds and ETFs
    Search by fund name, ticker or ISIN
  - Industry Materiality Map for ESG Risks
Enhanced Income ETFs (Covered Calls, Preferred Shares and Alternatives)
- Updates
  - Monthly Derivatives Report
    Covered calls and puts
  - Metrics – ZPR Canadian Rate Resets
  - U.S. Preferred Share ETFs
- Methodologies
Megatrends
- Guides
  - Clean Energy – The Global Transition
  - BMO Clean Energy Index ETF
  - Disruptive Innovation Whitepaper
  - Megatrends & Thematic Investing with BMO ETFs
    Investing in the Future, Today
  - ZWT – BMO Covered Call Technology ETF
    Portfolio of technology stocks transforming the new economy
  - ZCLN Presentation
  - Innovation ETFs Presentation
- Tools
  - Biden’s Quest to Decarbonize US Power – MSCI
  - S&P Clean Energy Blog
  - Podcast: Betting on Megatrends with Innovation ETFs
  - Video: Thematic Investing and Megatrends
    Learn more about what thematic investing is and investing in megatrends
- Methodologies
  - S&P Global Clean Energy Index Methodology
Sector ETFs
- Guides
  - Rotating for Success with BMO ETFs
- Updates
  - Sector ETF Breakdown (Quarterly)
  - BMO Sector Trade Opportunity: A tactical time to add exposure to Canadian Banks
Fixed Income ETFs
- Guides
- Updates
  - Canadian Fixed Income ETF Breakdown (Quarterly)
  - U.S. Fixed Income ETF Breakdown (Quarterly)
- Methodologies
- Tools
  - Fixing Your Bond Portfolios
  - Treasury ETF Quote Process
- BMO Capital Markets
  - ETF Linked Notes
    Structured products
Active Fixed Income ETFs
- BMO GAM (Active Fixed Income)
  - Active Fixed Income: Monthly Manager Update (ZMSB)
  - Active Fixed Income: Monthly Manager Update (ZCPB)
- PIMCO (Pacific Investment Mgmt. Co.)
  - BMO Global Strategic Bond Fund - Ticker: ZGSB - Monthly Update
  - BMO Global Strategic Bond Fund
Active Equity ETFs
- BMO Capital Markets – Brian Belski
- SIA Wealth Management
- ETF Capital Management
  - Larry Berman's Weekly Updates
  - ETF Capital Management
  - Option Strategies – Delivering Protection
    Discover how & why ETF Capital Management is using these strategies
Asset Allocation ETFs
- BMO ETFs: Performance, What's Trending and Strategy
  - Asset Allocation ETFs: The most important decision, simplified
  - Brochure
- Video
  - A conversation about Asset Allocation ETFs
ETF Based Mutual Funds: Performance and Insights
- Guides
  - BMO’s “Five Lenses” Strategy
  - BMO ETFs – Understanding ETFs 3 (BMO ETF Based Mutual Funds)
- Updates
  - Monthly Asset Allocation Outlook
  - ETF Portfolios Market Commentary
ETF Education
- BMO ETFs Team
- Guides
- Insights
- Tools
  - Largest & Most Liquid ETFs In Canada
  - ETF Due Diligence Checklist
  - The Big Picture – Historical Chart
    Enhance your client conversations with asset class comparisons over eight decades of market history
  - The Big Picture Chart – Conversation Guide
- Video Series
  - Understanding ETFs
- Index Providers - Insights Hub
  - S&P Global - Coronavirus Coverage
    Analyses and insights on how coronavirus may impact public health, the global economy, and commodity markets as the situation develops
  - MSCI - Coronavirus and Financial Markets
    Our latest insights
  - FTSE Russell - Coronavirus: Mapping the Impact
    Up-to-date market navigation, insights and analysis from FTSE Russell Research
- 2021 ETF Economic Forum
  - Virtual ETF Economic Form
    Earn CE Credits (IIROC) - WATCH PLAYBACK
  - Access 35 Trade Ideas
ETF Tax Reports
- Insights
- Tools

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